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Hot Topic SCIENCE
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On the Money
3

Financial advice, investor beliefs: active vs passive strategies
On the Money

‘Gamification of finance’ part of investors having fun

On the Money
2

Investors just wanna have fun
On the Money

Fairness in financial services: the role of regulation
On the Money
11

Understand fairness in financial services: ask a silly question
On the Money
7

Trustee lessons from the Mulligan case

ANALYSIS: Bottom line was that it was no longer okay to sit around drinking cups of tea and being polite with their co-trustees.

Brent Sheather Sun, 12 Nov 2023
On the Money
4

Personal liability a key factor in trustee investing

ANALYSIS: A reminder that trustees can be personally liable for breaching their duty to invest prudently, diversely.

Brent Sheather Sun, 29 Oct 2023
On the Money

How should trustees invest?

ANALYSIS: A trustee should be more cautious and take less risk than if the trustee were investing for him/herself.

Brent Sheather Sun, 15 Oct 2023
On the Money
4

Dirty DIMS done dirt cheap

ANALYSIS: What were the big reasons for the poor performance of this particular portfolio relative to the benchmark?

Brent Sheather Sun, 01 Oct 2023
On the Money
4

Digging the dirt on DIMS

ANALYSIS: To what extent, if any, do DIMS managers deviate from best practice as regards portfolio management by directing clients’ assets to their own fund management businesses?

Brent Sheather Sun, 17 Sep 2023
On the Money
4

What’s going on with DIMS?

ANALYSIS: There can be good reasons to trust your adviser to make portfolio decisions on your behalf. But you can’t totally avoid responsibility.

Brent Sheather Sun, 03 Sep 2023
On the Money
2

Would the real risk profile please stand up – part 2

ANALYSIS: In investment plans, advisers need to clearly differentiate between safe income and income from realised capital gains so clients are aware of risks.

Brent Sheather Sun, 20 Aug 2023
On the Money
4

Would the real risk profile please stand up?

ANALYSIS: When financial advisers match clients to appropriate asset allocation via risk profiling, reality affected by several complicating variables.

Brent Sheather Sun, 06 Aug 2023
On the Money
4

Dividends: implications of a high-yield strategy

ANALYSIS: How the fund management industry has responded to retail investors’ love affair with yield.

Brent Sheather Sun, 23 Jul 2023
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Shoeshine

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Sealegs gets statutory demand to pay court costs
Finance
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Insurers dumping multi-policy discounts following FMA actions
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Nvidia slides on China AI; US trade war avoided
The NBR Podcast
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Podcast #41: Investigate the airlines, says Auckland Airport CEO

Toil & Trouble

An employers’ guide to KiwiSaver contributions
Politics
13

Foreign investment prioritised in Govt’s agenda for growth
Politics
11

David Seymour’s battle of the tribes
Property
11

Clarke Group bets big on Auckland’s eastern suburbs

Tech & Innovation
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Ubco receivership ‘incredibly disappointing’, Nuance Capital says
Politics
8

Treaty Principles Bill select committee hearings begin today
Hunter’s Corner
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Board BS and a lowball takeover
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